新足迹

 找回密码
 注册

精华好帖回顾

· Sony A7/A7r/A7s 放毒贴--器材,转接,心得,后期...... (2014-9-12) Wolongshan · 糖心卤蛋-21楼更新做法 (2011-4-27) bubblecry
· 我所认识的酿酒师 (2010-1-2) yuxuanlin · ♥MashiMaro的出生礼物♥一针一线都用来表达爱♥第8件礼物“音乐”完成!全部完成了,申请加精! (2011-6-13) Lion_Princess
Advertisement
Advertisement
查看: 5177|回复: 18

[个股讨论] Current share price 0.003, short term estimate 0.02 [复制链接]

发表于 2016-8-8 10:16 |显示全部楼层
此文章由 bkng 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 bkng 所有!转贴必须注明作者、出处和本声明,并保持内容完整
Manas Resources (ASX code: MSR)
Board changes between July 2015 and July 2016:
Resignations: CEO Stephen Ross, Mark Connelly
Replacement: Mark Calderwood (Chairman) & Philip Reese (CEO)

Cash reserve: 323k + 1.35M

Capital Raisings:
3 CRs between July 2015 and July 2016
Capital raised: A$ 4.5m, 821k, 203k (July 2015, Feb 2016 & June 2016)
4.5m: $0.007 per share, 617.8m
Funds to be used for: Pre-development and development expenditure at SGP, including completion of basic engineering works, technical permitting, finalisation of environmental permitting; limited exploration and evaluation expenditure; Manas Group administration, corporate and overhead expenditure and repayment of a short term loan of $200,000

821k: $ 0.0018 per share, 365m
Acquisition of Victoria Gold project

203k: $0.00275 per share, up to 74m shares
To fund due diligence enquiries in relation the Victoria Gold Project
and working capital including for the Shambesai
project.

Shambesai Gold project:
◆ Revised pre-production capital cost estimated at US$27M, down from US$41M reported in the February 2015 Bankable Feasibility Study Update (BFS Update) due to design changes, timing of capital expenditure and the replacement of some capital expenditure with an operating cost solution.
◆ Estimated total pre-production and sustaining capital costs of Life of Mine (LOM) of US$38M down from US$48M reported in the BFS Update.
◆ The revised NPV after taking into account the above capital and operating cost adjustments is estimated at US$83M (at US$1,100 per ounce gold price and an 8% discount rate), up from the US$68M reported in the BFS for the same gold price. This NPV estimation retains the pit design (BFS Pit) which is based on a US$1,500 gold price and which was used in both the original BFS and the BFS Update.
◆ The design for a smaller main pit (Small Pit) used a US$1,100 gold price pit shell instead of the US$1,500 gold price pit shell used in the BFS and BFS Update. It reduced material movement by 50% and contained gold by only 13% while increasing gold grade to 3.9g/t Au up from 3.7 g/t Au.
◆ Average cash cost per ounce of gold for the Small Pit option reduces to US$314 per ounce (excluding royalties and tax) from US$416 per ounce in the BFS update.

Total Au resource: 1.184 Moz
Total Au reserve: 279koz

At a gold price of US$1,100 per ounce gold price, operating cash costs of US$345 per ounce of gold are forecast (C1 costs excluding revenue based royalties and taxes). Average total cost of production (C3 costs) after capital, development and operating costs, taxes and royalties excluding further exploration drilling, corporate overheads and financing costs is estimated to be US$584 per ounce of gold produced.
The updated economic parameters for the BFS Open Pit show undiscounted net cash flows of US$121M after life-of-mine capital expenditure of US$39.1M, operating costs, taxes and royalties. The capital cost to first production and gold pour are estimated to be US$27.9M with payback of this capital within the first 13 months of operation.
The NPV of Shambesai has been estimated at US$83M at an 8% discount rate over the 4 ½ year mine life. The project cash flows deliver a recalculated IRR of 100%. All of the BFS cash flow estimates are calculated at a US$1,100 gold price and are made assuming the treatment of all oxide and high grade sulphide ore within the design pit shell, and after all revenue-based taxes and royalties have been paid.

Based on today’s gold price: NPV should be U$137M (instead of U$83M)

The recent rise in the gold price and on-going political stability in Kyrgyzstan has seen a significant increase in interest by external parties in evaluating the potential of the Shambesai Gold Project (“Shambesai”). This has resulted in recent completion of four successful in-country due diligence visits. Manas is in on-going discussions with these groups in relation the funding or sale of Shambesai with the view to generating shareholder value in the near term.

Victoria Gold Project acquisition
◆ US$200,000 deposit paid for Victoria Gold Project acquisition
◆ Acquisition comprises a significant holding of over 350km2 with identified areas of gold mineralisation and excellent exploration upside strategically located near several established mining operations in the multi-million ounce Lake Victoria Gold Field of Tanzania
◆ Technical and legal due diligence underway

The VGP licenses are strategically located near several established gold mines in the Lake Victoria Gold Field of Tanzania and cover an area of approximately 350km2. Manas' preliminary due diligence investigations of the extensive drill hole database indicate potential for significant occurrences of shallow gold mineralisation amenable to open pit extraction with good exploration upside.

Victoria Gold project: Neighboring gold projects’ resources ranging from 0.5Moz to 21.3Moz

Advertisement
Advertisement

发表于 2016-8-8 10:18 |显示全部楼层
此文章由 bkng 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 bkng 所有!转贴必须注明作者、出处和本声明,并保持内容完整
Manas is currently working with Cienega to finalise a timetable for the acquisition process and has commenced a detailed due diligence review

Substantial shareholder:
ASX: PRU (PERSEUS MINING LIMITED, 633M Market Cap)
ASX: RSG (Resolute Mining Limited, 983M Market Cap)
HSBC CUSTODY NOMINEES AUST LTD

Remarks
Mark Calderwood (Chairman) was Managing Director of Perseus Mining Ltd for more than 10 years and has been intimately involved with the Kyrgyz mineral properties.

Colin Carson (non-executive director) is an executive director of Perseus Mining Ltd.

Company strategy and corporate objectives are:

1. To develop the Shambesai Gold Project to production
2. To grow our 1.18 million ounce gold resource
3. To explore our highly prospective exploration portfolio in the Kyrgyz Republic


Short-term share price estimate: 2 cents (with reference to BSR)
Mid-term share price estimate: 15 cents (with reference to PNR, purely speculative)

Both estimates did not factor in the gold resources of recent Victoria Gold project.

Mark Calderwood has been a managing director of PRU for more than 10 years and PRU is now a gold producer. So I think MSR has the potential to be transformed into a gold producer.

Downsides:
-        They are currently doing CR and even after this CR, the cash reserve remains low
-         At some point, consolidation will happen

3 months investment: the above-mentioned downsides should be safe.

发表于 2016-8-8 10:29 |显示全部楼层
此文章由 bkng 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 bkng 所有!转贴必须注明作者、出处和本声明,并保持内容完整
Comparisons with other peers

本帖子中包含更多资源

您需要 登录 才可以下载或查看,没有帐号?注册

x

发表于 2016-8-8 10:34 |显示全部楼层
此文章由 细腻 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 细腻 所有!转贴必须注明作者、出处和本声明,并保持内容完整
这是啥?有没有人帮着写个 中文的中心思想

2015年度奖章获得者 2016年度奖章获得者 新闻达人 三奖

发表于 2016-8-8 10:38 来自手机 |显示全部楼层
此文章由 liu263 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 liu263 所有!转贴必须注明作者、出处和本声明,并保持内容完整
细腻 发表于 2016-8-8 10:34
这是啥?有没有人帮着写个 中文的中心思想


中心思想就是这个股票要涨6倍,至于你信不信.....反正我是不信

发表于 2016-8-8 11:02 |显示全部楼层
此文章由 realsppc 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 realsppc 所有!转贴必须注明作者、出处和本声明,并保持内容完整
小心CR
Advertisement
Advertisement

发表于 2016-8-8 11:23 |显示全部楼层
此文章由 bkng 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 bkng 所有!转贴必须注明作者、出处和本声明,并保持内容完整
realsppc 发表于 2016-8-8 11:02
小心CR

Just finished one raising 1.35M. It should be safe for 3 months I reckon.

发表于 2016-8-8 11:25 |显示全部楼层
此文章由 bkng 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 bkng 所有!转贴必须注明作者、出处和本声明,并保持内容完整
liu263 发表于 2016-8-8 10:38
中心思想就是这个股票要涨6倍,至于你信不信.....反正我是不信

Thanks for your comment. My short term definition is between 2 to 6 months. But it might take a bit longer to reach the target price. Anyway, based on other peers, I think it is viable.

Feel free to make more comments to exchange ideas.

发表于 2016-8-8 18:00 |显示全部楼层
此文章由 annaapple 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 annaapple 所有!转贴必须注明作者、出处和本声明,并保持内容完整
细腻 发表于 2016-8-8 10:34
这是啥?有没有人帮着写个 中文的中心思想

大概就是 楼主已上车,你们快来抬轿。   

发表于 2016-8-11 10:07 |显示全部楼层
此文章由 bkng 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 bkng 所有!转贴必须注明作者、出处和本声明,并保持内容完整
本帖最后由 bkng 于 2016-8-11 10:22 编辑

RSG has upped its stake. To believe or not believe is out of my control.

发表于 2016-8-30 12:13 |显示全部楼层
此文章由 bkng 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 bkng 所有!转贴必须注明作者、出处和本声明,并保持内容完整

On trading halt these two days. But received a news.

Important remark: "The Shambesai gold mine will start operating in 2017. The deposit’s balance reserves are 7.8 tons of gold."
Advertisement
Advertisement

发表于 2016-8-30 12:33 |显示全部楼层
此文章由 blacktt 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 blacktt 所有!转贴必须注明作者、出处和本声明,并保持内容完整
bkng 发表于 2016-8-30 12:13
On trading halt these two days. But received a news.

Important remark: "The Shambesai gold mine wi ...

chinese DAMA outbid RSG in shambesai gold mine

发表于 2016-8-30 16:02 |显示全部楼层
此文章由 bkng 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 bkng 所有!转贴必须注明作者、出处和本声明,并保持内容完整
blacktt 发表于 2016-8-30 12:33
chinese DAMA outbid RSG in shambesai gold mine

Do you have a link that I can refer to? Thanks

发表于 2016-8-31 10:04 |显示全部楼层
此文章由 bkng 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 bkng 所有!转贴必须注明作者、出处和本声明,并保持内容完整
本帖最后由 bkng 于 2016-8-31 10:13 编辑
annaapple 发表于 2016-8-8 18:00
大概就是 楼主已上车,你们快来抬轿。


发表于 2016-8-31 10:20 |显示全部楼层
此文章由 风河 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 风河 所有!转贴必须注明作者、出处和本声明,并保持内容完整
本帖最后由 风河 于 2016-8-31 10:26 编辑
bkng 发表于 2016-8-31 10:04


今天出ann确认中国公司出价14m现金收购MSR的一个新矿。关于这个新矿出售早就有消息,有多方出价。只是没想到中方能够把价格抬到14m,MSR市值才8m啊,

卖掉这个矿后,MSR拿着14m现金,外加还有其他几个不错的金矿,绝对是ASX小矿股里面的土财主了。

MSR值得关注,交易细节会在9月落实,有望成为明星股。

发表于 2016-8-31 10:31 |显示全部楼层
此文章由 bkng 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 bkng 所有!转贴必须注明作者、出处和本声明,并保持内容完整
64M gone in split seconds, I guess could be RSG upping its stake
Advertisement
Advertisement

发表于 2016-9-2 09:54 |显示全部楼层
此文章由 风河 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 风河 所有!转贴必须注明作者、出处和本声明,并保持内容完整
bkng 发表于 2016-8-31 10:31
64M gone in split seconds, I guess could be RSG upping its stake

周三果然是金矿巨头RSG在5的价格吃入了MSR 3.44%股份,RSG持股比例上升到14.28%了。

越来越有意思了
头像被屏蔽

禁止发言

发表于 2016-9-10 13:00 |显示全部楼层
此文章由 iami_returns 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 iami_returns 所有!转贴必须注明作者、出处和本声明,并保持内容完整
realsppc 发表于 2016-8-8 11:02
小心CR

cr stands for 什么呀?
签名被屏蔽

发表于 2016-9-10 13:10 |显示全部楼层
此文章由 scorpiono1 原创或转贴,不代表本站立场和观点,版权归 oursteps.com.au 和作者 scorpiono1 所有!转贴必须注明作者、出处和本声明,并保持内容完整
iami_returns 发表于 2016-9-10 13:00
cr stands for 什么呀?

capital raising

评分

参与人数 1积分 +3 收起 理由
iami_returns + 3 感谢分享

查看全部评分

发表回复

您需要登录后才可以回帖 登录 | 注册

本版积分规则

Advertisement
Advertisement
返回顶部